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全球医药、医疗行业 - 资金涌向垂直AI赛道：全球健康科技投融资重启升势	陈泓道,陈铸鸿	2025-05-21
Global Pharmaceutical & Healthcare - Capital back to core sectors: Global HealthTech investment regains momentum	Chen Hongdao, George,Chen Zhuhong, Jonah	2025-05-21
Bilibili (BILI US) - Margin expansion trend reaffirmed on better cost control	Li Yishan, Crystal,Wong Tang Kit, Tommy	2025-05-21
三生制药 (1530 HK) - 中国医药行业里程碑事件，SSGJ-707资产驱动公司重估	陈铸鸿,陈泓道	2025-05-21
3S Bio (1530 HK) - SSGJ-707 partnering with Pfizer, milestone event for China biopharma industry. Eyes on ASCO in late May	Chen Zhuhong, Jonah,Chen Hongdao, George	2025-05-20
Shiseido (4911 JP) - A complicated turnaround with Drunk Elephant	Wong Ming Him, Joseph	2025-05-20
资生堂 (4911 JP) - 醉象表现欠佳，复苏前景添变数	黄铭谦	2025-05-20
Strategy Weekly (19 May 2025) - Fed Expect More Frequent and Persistent Supply Shocks	Guo Shuyin	2025-05-19
海外市场周度更新 (2025/5/19) - 美联储：未来将面临更频繁且持久的供应冲击	郭书音	2025-05-19
NetEase (NTES US) - 游戏业务表现强劲，业绩稳健超预期	李怡珊,王腾杰	2025-05-19
阿里巴巴 (BABA US) - 短期波动未改稳健改善趋势	李怡珊,王腾杰	2025-05-19
高途集团 (GOTU US) - 稳步迈向减亏前景	李怡珊,王腾杰	2025-05-19
NetEase (NTES US) - Solid beat on strong gaming performance	Li Yishan, Crystal,Wong Tang Kit, Tommy	2025-05-16
Gaotu Group (GOTU US) - Steadily heading for loss reduction outlook	Li Yishan, Crystal,Wong Tang Kit, Tommy	2025-05-16
Geely Auto (175 HK) - Internal integration driving down costs, mgmt. reshuffle signals shift from expansion to profitability	Liang Yonghuo,Harrison, Yin Haocheng	2025-05-16
吉利汽车 (175 HK) - 内部整合降本见效，管理层调整体现战略从做大到做强	梁勇活,殷浩程	2025-05-16
腾讯 (700 HK) - 人工智能稳步发展有望进一步推动盈利增长	李怡珊,王腾杰	2025-05-16
Alibaba (BABA US) - Solid improving trend unchanged despite short term fluctuation	Li Yishan, Crystal,Wong Tang Kit, Tommy	2025-05-16
京东 (JD US) - 核心业务稳健; 外卖业务形成协同效应但也增加盈利不确定性	李怡珊,王腾杰	2025-05-15
Tencent (700 HK) - Steady AI development to further boost earnings growth	Li Yishan, Crystal,Wong Tang Kit, Tommy	2025-05-15

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